James Walker
Kendall Capital Management · Rockville, Maryland
James Walker is a fee-only financial advisor at Kendall Capital Management in Rockville, Maryland, who holds the CFP credential. Kendall Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kendall Capital Management |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $743.9M across 1,555 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 3020966 |
| Exams passed | Series 65 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.kendallcapital.com |
How James's firm compares
- Kendall Capital Management's average account is about $478,000, from its Form ADV (assets managed divided by 1,555 accounts).
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Questions about James
Is James Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Kendall Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Kendall Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Walker based?
James Walker is based in Rockville, Maryland.
What credentials does James Walker hold?
James Walker holds the CFP credential.
Is James Walker registered with the SEC?
Yes. James Walker is registered as an investment adviser representative in MD (CRD 3020966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kendall Capital Management manage?
Kendall Capital Management reports $743.9M across 1,555 accounts in assets under management.
How do I contact James Walker?
Through James's website, www.kendallcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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